Keep client contacts accurate from the start
Send new stakeholder details to Notis and add a verified contact to the right client account.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Contact
Creates a new contact for a client.
Why this helps
New stakeholders can get lost when their details sit in messages instead of the client record.
- Keep client stakeholders in the account record.
- Check email addresses before adding contacts.
- Reduce manual entry when new people join a project.
Setup
Build it in a few focused steps.
- 1Connect Abstract and Clientary once in the Notis portal.
- 2Create an automation and describe how to add a contact in one instruction.
- 3Choose a webhook trigger for new contact details and the client identifier.
- 4Choose where run reports should go.
- 5Test with one real contact and confirm it appears under the intended client.
Questions about this workflow
What information is needed to create a contact?
Clientary requires the contact's name and email, and the workflow needs the target client specified.
Will it create the client if it does not exist?
This workflow adds a contact within a specified client. Use a separate client intake workflow if the client record needs to be created.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abstract to Clientary. A trigger fires from one place; an action lands in another.
Abstract triggers
Clientary actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Creates a new client record.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Creates a new contact for a client.
Create Expense
Creates a new expense record.
Create Lead
Creates a new lead record.
Create Invoice
Create Project
Creates a new project for tracking client work, time, or expenses.
Delete Client
Permanently deletes a client and its related projects, invoices, estimates, and contacts; this cannot be undone.
Create Project Hours
Connect any two apps with Notis in the middle.
Abstract and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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